Institutional Fund
Momentum Wealth Planning, LLC
Estero, FLCIK 20876524 filings on record
Portfolio Value
$110.58M
Q1 2026
Holdings
33
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-13.7%
from $128.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr29.9%
- Invesco Qqq Tr16.9%
- Schwab Strategic Tr8.8%
- Vanguard Bd Index Fds4.8%
- Alphabet Inc4.5%
- Tesla Inc3.5%
- Other31.6%
Portfolio Holdings
33 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 50.7K | $33.08M | 29.9% | −331 | Reduced |
| 2 | Invesco Qqq Tr | 32.4K | $18.68M | 16.9% | +572 | Added |
| 3 | Schwab Strategic Tr | 400.3K | $9.72M | 8.8% | +135.3K | Added |
| 4 | Vanguard Bd Index Fds | 68.6K | $5.30M | 4.8% | +604 | Added |
| 5 | Alphabet Inc | 17.5K | $5.02M | 4.5% | −3.0K | Reduced |
| 6 | Tesla Inc | 10.4K | $3.85M | 3.5% | +269 | Added |
| 7 | Spdr Series Trust | 34.2K | $3.14M | 2.8% | +20.3K | Added |
| 8 | Micron Technology Inc | 9.2K | $3.09M | 2.8% | +9.2K | New |
| 9 | Nexstar Media Group Inc | 16.2K | $2.93M | 2.6% | 0 | Held |
| 10 | Johnson & Johnson | 10.8K | $2.64M | 2.4% | +10.8K | New |
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